Marc is passionate about simplifying the mystique and “fear factor” surrounding financial advice. He enjoys helping clients establish and achieve their financial goals in a straightforward jargon free manner. His particular knowledge, experience and skillset are well suited to dealing with affluent individuals, trustees and deputies, and he believes that a robust and dynamic individual financial plan drives all other decisions regarding efficient and appropriate investment.
Marc is a Chartered Financial Planner, a Chartered Member of the Securities and Investment, and a Fellow of the Personal Finance Society. He works extensively with lawyers and accountants, both on a personal level and advising their clients. He has particular expertise in the areas of catastrophic personal injury claims, and high value matrimonial settlements. Marc prides himself on delivering a high-quality service in an empathetic and understanding manner.
In his spare time, you are likely to find Marc cycling in the hills around Bath (or preferably, the Alps!), running (albeit at a gentler pace these days!), watching football, or at a gig listening to a variety of music.